ETF Holders

Bragg Financial Advisors, Inc ETF holdings

Charlotte, NC

Reported $601.7M in 128 ETFs in its Form 13F for June 30, 2026.

ETF value
$601.7M
ETFs held
128
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
16.1%
of $3.7B

Top 10 of 128 ETF holdings

TickerFundValueSharesChange
VBRVanguard Morningstar Small-Cap Value ETF$70.6M290,690−5,670 shares
VBKVanguard Morningstar Small-Cap Growth ETF$51.2M139,930+2,002 shares
VBILVanguard 0-3 Month Treasury Bill ETF$45.9M606,182+380 shares
VUGVanguard Morningstar Growth ETF$39.6M459,273+382,940 shares
VXUSVanguard Total International Stock ETF$38.2M446,466+8,142 shares
VOEVanguard Morningstar Mid-Cap Value ETF$36.0M182,391+3,353 shares
VOTVanguard Morningstar Mid-Cap Growth ETF$36.0M117,556+4,372 shares
VTVVanguard Morningstar Value ETF$35.8M164,170+1,005 shares
VTEBVanguard Tax-Exempt Bond ETF$35.6M704,588+51,897 shares
VCITVanguard Intermediate-Term Corporate Bond ETF$19.9M241,237+13,593 shares
118 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001327055. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Bragg Financial Advisors, Inc own?

Bragg Financial Advisors, Inc reported 128 ETF positions worth $601.7M in its Form 13F for June 30, 2026. The largest was VBR, at $70.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.